Compare Quantum ESG Best In Class Strategy Fund vs Quant ESG Integration Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹1000
Expense Ratio
2.18
2.44
NAV
₹20.86
₹29.10
Fund Started
21 Jun 2019
15 Oct 2020
Fund Size
₹94.88 Cr
₹256.90 Cr
Exit Load
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 15 days.
1 Year
-6.50%
-3.14%
3 Year
8.95%
12.54%
5 Year
7.52%
16.72%
Equity
98.42%
93.39%
Cash
1.58%
-19.29%
Top 10 Holdings
TVS Motor Company Ltd. | 6.03% |
HDFC Bank Ltd. | 4.93% |
Marico Ltd. | 3.40% |
ICICI Lombard General Insurance Company Ltd. | 3.33% |
Kotak Mahindra Bank Ltd. | 3.22% |
Bajaj Finance Ltd. | 3.19% |
HDFC Life Insurance Co Ltd. | 3.06% |
The Indian Hotels Company Ltd. | 3.05% |
Persistent Systems Ltd. | 2.82% |
Mahindra & Mahindra Ltd. | 2.73% |
Adani Enterprises Ltd. | 9.13% |
Adani Green Energy Ltd. | 8.71% |
Piramal Finance Ltd. | 7.77% |
Bajaj Auto Ltd. | 7.65% |
Adani Energy Solutions Ltd. | 7.40% |
ICICI Prudential Life Insurance Company Ltd. | 5.90% |
Tata Consumer Products Ltd. | 5.90% |
Aurobindo Pharma Ltd. | 5.30% |
Kotak Mahindra Bank Ltd. | 5.23% |
HDFC Life Insurance Co Ltd. | 4.90% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Launch Date
21 Jun 2019
15 Oct 2020
